Leading OEM/ODM Services for Cutting-Edge AI & AR Hardware Innovations
The rise of AI-powered smart glasses has significantly impacted various segments of the tech industry, including hardware providers, AI model developers, and image algorithm suppliers. As a central feature of these glasses, shooting capabilities require substantial attention to detail across multiple domains such as chips, modules, 3A tuning, and algorithms. This comprehensive approach ensures that the overall user experience is optimized, with a particular focus on achieving superior image quality.
In the current market, numerous manufacturers have transitioned to the AI smart glasses sector. Companies like Light, XR Vision Pro, Flash Extreme, JiaNan Technology, Hui Che Technology, ShaoYin, and WanMo have recognized the potential in this emerging field. Additionally, established players in the XR industry, such as Raybird, Rokid, Xreal, and Leeечно portraying main players in the XR industry have also ventured into this space, seeking to enhance their offerings. However, these companies often lack in-house expertise in image algorithms and therefore either develop their own solutions or source algorithms externally. Given the intense competition and the pressure to meet tight deadlines, many manufacturers prefer external solutions, creating significant opportunities for specialized algorithm providers like ArcSoft (Hongruan) and Morpho (Moore Image).
ArcSoft, a well-established name in computer vision algorithms, has been actively involved in providing visual solutions for smartphones, smart vehicles, and IoT devices. With over 30 years of experience and a wealth of technological积累, ArcSoft has built a strong reputation in the industry. Its client portfolio includes major smartphone manufacturers like Samsung, Huawei, Xiaomi, Sony, OPPO, Vivo, and LG. Listed on the STAR Market in 2019, ArcSoft currently boasts a market value of nearly 20 billion yuan, with an annual revenue of over 800 million yuan and a net profit of around 178 million yuan.
ArcSoft's extensive collaboration with Qualcomm has led to the dedicated adaptation and optimization of its algorithms for Qualcomm's AR1 chip platform, which is specifically designed for AI smart glasses. This optimization enables better performance and integration with devices like the Raybird V3 AI smart glasses.
Morpho, founded in 2001 and listed on the Tokyo Stock Exchange in 2011, has established itself as a key player in image processing technology. Since entering the Chinese market in 2018, Morpho has garnered attention for its innovative solutions. Its client base includes prominent smartphone manufacturers such as Xiaomi, Huawei, Vivo, Sony, Itel, and Samsung. Morpho focuses on AI image processing and product development, offering comprehensive solutions for smartphones, semiconductors, automotive, and IoT industries.
Similar to ArcSoft, Morpho provides essential image processing algorithms for AI smart glasses, including multi-frame noise reduction, HDR shooting, EIS (Electronic Image Stabilization), and low-light enhancement. These algorithms have been successfully integrated into various AI smart glasses models, enhancing their shooting capabilities.
Morpho's algorithms are compatible with multiple chip platforms, including Qualcomm AR1, Unisoc W517, MTK, HiSilicon, and Fuhan. This adaptability allows manufacturers to integrate Morpho's algorithms directly into their chipsets or through the AI smart glasses' corresponding app. The choice between chip-side integration and app-side integration depends on factors such as processing speed and specific requirements of the device.
The image algorithm market for AI smart glasses employs a variety of business models. Most companies offer license-based authorization, either through one-time buyouts or based on the number of units sold. Additionally, some providers engage in custom service agreements or joint development projects with manufacturers.
As the AI smart glasses market continues to evolve, the demand for advanced image algorithms will grow. Manufacturers must consider the compatibility and support of algorithms with their chosen chip platforms to ensure optimal performance. In the future, as more specialized AI chips are developed for smart glasses, companies like ArcSoft and Morpho will continue to play pivotal roles in enhancing the visual experiences of these devices.
In conclusion, the collaboration between chip manufacturers, image algorithm providers, and AI smart glasses manufacturers is essential for the success of this emerging technology. As the market matures, continuous innovation and optimization will be crucial in meeting consumer expectations and driving the growth of AI smart glasses globally.